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David Winters Is Not Done Fighting Coke

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Mark Melin
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As The Coca-Cola Company (NYSE:KO) management credits Warren Buffett for encouraging them to change position on an executive compensation plan that was construed by the Berkshire Hathaway founder as “excessive,” value fund manager David Winters feels like a hockey goalie that just made a game winning save.

Assertions made by David Winters on Coke's employee compensation program

It was David Winters that consistently brought the fight against the compensation package public. “If management is going to hijack the value of the company investors should be aware,” Winters said in a ValueWalk interview last April.  At issue were assertions made by Winters that Coke’s employee compensation program would...

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.